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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Marble Harbor Investment Counsel
2001
Marble Harbor Investment Counsel
Massachusetts
USD 444 M +USD 19.3 M +5% 1.75% 66.7% 150 6.67% 2.6
Washington Trust Bank
2002
Washington Trust Bank
Washington
USD 444 M +USD 27.9 M +7% 6.1% 80.5% 1,177 16.06% 1.5
CPWM LLC
2003
CPWM LLC
Washington
USD 443 M -USD 10.9 M -2% 3.34% 36.6% 296 20.95% 2
3EDGE Asset Management
2004
3EDGE Asset Management
Florida
USD 443 M – – 2.14% 44.1% 21 – 0
Middleton & Co
2005
Middleton & Co
Massachusetts
USD 443 M -USD 3.28 M -0.7% 2.22% 69.7% 161 6.83% 2.6
PFMOSF
2006
Philadelphia Financial Management of San Francisco
California
USD 443 M -USD 9.7 M -2% 26.7% 209% 48 70.83% 0.6
Western Asset Management Company
2007
Western Asset Management Company
California
USD 442 M -USD 90.2 M -17% 0.69% 2.29% 28 14.29% 1.1
Crescent Park Management
2008
Crescent Park Management
California
USD 442 M -USD 130 M -23% 5.94% 87% 31 38.71% 0.8
Windham Capital Management
2009
Windham Capital Management
Massachusetts
USD 441 M -USD 10.9 M -2% 1.59% 8.3% 31 25.81% 1.6
L & S Advisors
2010
L & S Advisors
California
USD 441 M +USD 78.7 M +22% 8.6% 231% 193 49.74% 0.5
NAP
2011
New Amsterdam Partners
New York
USD 440 M +USD 4.85 M +1% 11.2% 73.9% 142 32.39% 1
Dorsey & Whitney Trust
2012
Dorsey & Whitney Trust
South Dakota
USD 439 M +USD 2.48 M +0.6% 3.47% 86% 316 12.66% 2.2
Boothbay Fund Management
2013
Boothbay Fund Management
New York
USD 439 M -USD 21.9 M -5% 3.67% 328% 1,083 68.05% 0.3
Essex Woodlands Management
2014
Essex Woodlands Management
Texas
USD 438 M -USD 42.1 M -9% 5.81% 55% 10 0% 2.4
Howard Hughes Medical Institute
2015
Howard Hughes Medical Institute
Maryland
USD 438 M +USD 49.5 M +13% 3.17% 70.9% 179 33.52% 1.3
PCM
2016
Piermont Capital Management
Missouri
USD 438 M +USD 15.2 M +4% 11.4% 33.2% 292 32.19% 0.7
Fidelity National Financial
2017
Fidelity National Financial
Florida
USD 438 M +USD 5.49 M +1% 4.74% 2.54% 25 16% 1.8
XL Group Investments
2018
XL Group Investments
Bermuda
USD 437 M – – 1.41% – 26 – 0
L. Roy Papp & Associates
2019
L. Roy Papp & Associates
Arizona
USD 437 M +USD 5.48 M +1% 1.22% 80.1% 158 10.13% 2.6
Connable Office Inc
2020
Connable Office Inc
Michigan
USD 436 M +USD 16.2 M +4% 4.58% 68.3% 224 12.95% 1.9
Partners Capital Investment Group
2021
Partners Capital Investment Group
Massachusetts
USD 435 M +USD 27.3 M +7% 1.85% 47.5% 81 16.05% 0.8
SeaTown Holdings
2022
SeaTown Holdings
Singapore
USD 435 M -USD 93.5 M -18% 1.08% 220% 55 78.18% 0.2
FFT Wealth Management
2023
FFT Wealth Management
Pennsylvania
USD 434 M +USD 197 M +83% 0.15% 65.6% 86 26.74% 0.7
Simplicity Solutions
2024
Simplicity Solutions
Minnesota
USD 433 M +USD 228 M +111% 0.78% 37.1% 372 42.2% 0.6
Brandywine Managers
2025
Brandywine Managers
Delaware
USD 433 M -USD 14 M -3% 5.42% 96.3% 21 85.71% 0.3